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United Parcel Service
UPS

Overview Fund Activity

1,417 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 610 increasing their positions, 530 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.52%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.76%
New
127
Increased
610
Reduced
530
Closed
119
Calls
$1.91B
Puts
$839M
Net Calls
+$1.08B
Net Calls Change
-$1.15B

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$538M
2
Bank of America
Bank of America
North Carolina
+$389M
3
EVM
Eaton Vance Management
Massachusetts
+$224M
4
LCOV
London Company of Virginia
Virginia
+$196M
5
Franklin Resources
Franklin Resources
California
+$162M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$652M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
4
EIP
Epoch Investment Partners
New York
-$169M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1176
Deltec Asset Management
New York
$262K – – –
HCM
1177
Harvey Capital Management
Florida
$261K – – –
CWM
1178
Concentric Wealth Management
California
$260K – – –
MCM
1179
McRae Capital Management
New Jersey
$260K +$419 +4 +0.2%
GBT
1180
Grove Bank & Trust
Florida
$259K +$25.7K +245 +11%
FCFS
1181
First Command Financial Services
Texas
$257K – – –
FCB
1182
First Command Bank
Texas
$257K – – –
DAM
1183
Diamant Asset Management
Connecticut
$256K +$256K +2,450 New
TMAM
1184
Tokio Marine Asset Management
Japan
$253K -$145K -1,389 -36%
FANJ
1185
Financial Architects (New Jersey)
New Jersey
$252K -$14.4K -138 -5%
GTAM
1186
Global Trust Asset Management
Florida
$252K +$71.6K +685 +40%
PI
1187
Pettee Investors
Connecticut
$251K – – –
BBNB
1188
Baker Boyer National Bank
Washington
$249K – – –
CPIA
1189
Cornell Pochily Investment Advisors
New York
$249K +$732 +7 +0.3%
Cohen & Steers
1190
Cohen & Steers
New York
$249K +$39.4K +376 +19%
SFA
1191
Stewardship Financial Advisors
Georgia
$248K +$248K +2,373 New
IIC
1192
Integrated Investment Consultants
Michigan
$247K +$247K +2,363 New
CCFCSB
1193
Cape Cod Five Cents Savings Bank
Massachusetts
$246K -$41.3K -395 -14%
AP
1194
Appleton Partners
Massachusetts
$246K -$12.3K -118 -5%
HCM
1195
Hodges Capital Management
Texas
$244K +$244K +2,330 New
LJAC
1196
L.J. Altfest & Co
New York
$242K -$15.9K -152 -6%
RP
1197
Rice Partnership
Hawaii
$239K – – –
SAM
1198
Seelaus Asset Management
New Jersey
$238K +$52.6K +502 +28%
BFS
1199
Bradley Foster & Sargent
Connecticut
$235K +$8.46K +81 +4%
SCA
1200
Stuart Chaussee & Associates
California
$234K -$9.94K -95 -4%
46 47
48
49 50